Daily Summary and Template

Daily Summary and Template

Understanding Daily Summary Notes Input into T&M Go

  1. Enter your Name
  2. Enter the Date - Format must be Month/Day/Year (02/13/2018 as shown below)
  3. Enter your Daily Summary (Project Note)
  4. Important Note: This does not export with Field Sheets. However, the daily summary can be filled daily in Excel® using the Template that you can download.

Generate Daily Summary Report for Upload to T&M Pro (This to be completed daily)
  1. Click on File
  2. ​Click on Generate Daily Summary File 

If you use the Daily Summary Template - Be sure to save it with a new file name then once you are ready to import into T&M Go follow instructions below.